nida cas demo -nih ic showtell 03-04-2014

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    NIDA Office of Management

    NIDA Conference Approval

    System (CAS) Demonstration

    March 4, 2014V 4 Final

    Office of Management

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    NIDA Office of Management

    NIDA Conference Approval System (CAS)

    In accordance with HHS Policy on Promoting Efficient Spending,

    on January 21, 2014, NIDA implemented a custom application

    called the NIDA Conference Approval System (CAS) to submit

    and track requests from NIDA staff to participate in

    conferences and meetings. The NIDA CAS aims to complete

    conference requests efficiently while monitoring spending andminimizing approval times. The goal was to improve the

    process, provide easy entry of data, and ability to generate

    reports in response to frequent data calls.

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    NIDA Office of Management

    NIDA CAS Benefits

    Improved workflow Reports

    Worklist

    System notifications Data integrity

    Status history

    Reduces resource requirements

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    NIDA Office of Management

    NIDA CAS Functionality

    Process and approve both requests for HHS Sponsored

    Conferences and requests to attend non-HHSConferences

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    Ability to download and print completed forms in PDF for HHS Sponsored Conferences

    (previously Attachment A) and attending non-HHS Conferences (previously Attachment C)

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    NIDA Office of Management

    NIDA CAS Functionality Ability to search for conferences and requests

    Reporting can export data to Excel or generate standard reports, including:

    Conference Summary Report

    Division Summary Report

    NIH Submission consolidates requests for NIH data call submissions

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    Conference Summary Report

    Division Summary Report

    NIH Submission

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    NIDA Office of Management

    Business Roles in NIDA CAS

    1. Division / Office Point of Contact (POC)Collates conference attendance information for the Division/Office and

    submits the requests to host or attend a conference into CAS

    2. Conference Coordinator (CC)Works with POCs to ensure request completeness and ensures NIH data

    call submissions

    3. Primary Approver (Budget Officer)Confers with the Executive Officer to approve or reject the requests

    4. Executive OfficerFinal IC approver of all conference requests

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    NIDA CAS Demonstration

    Request to attend a Non-HHS Conference /

    Meeting

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    CAS Login

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    Log in to CAS by typing the URL in your web browser Secure system access

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    Submitting a Conference Request

    The POC begins the conference approval process by submitting a requestto Host an HHS Conference or Attend a non-HHS conference.

    The POC specifies the type of conference request

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    The POC provides the information necessary to

    identify the conference, the conference attendees,

    estimated costs, and any necessary justifications.

    The POC may complete the entire request at once,or save a partially completed request and return

    to it later.

    Once the request is complete, the POC submits

    the request to the Conference Coordinator for

    review.

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    Non-HHS Conference Request Identify the non-HHS conference you wish to attend by entering

    a conference title, keyword, location, or range of start dates

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    Non-HHS Conference Request

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    Select the conference to attend and then click Continue

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    Non-HHS Conference Request

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    The conference information will be pre-filled with title, location,

    registration fees, dates, website, and purpose.

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    NIDA Office of Management

    Non HHS Conference Request Ability to provide names of attendees and comments

    regarding reasons for participation

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    NIDA Office of Management

    Non-HHS Conference Request

    Ability to enter cost information

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    NIDA Office of Management

    Non-HHS Conference Request

    Ability to add documents and see history Submit to Coordinator when complete

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    NIDA Office of Management

    Points of Contact

    NIDA CAS Project Sponsor: Glenda Conroy, NIDA Executive Officer

    301.443.6487

    [email protected]

    Technical Support using CAS: Gregg Friedman, NIDA CIO 301-496-7058

    [email protected]

    NIDA Conference process questions: Nathaniel Fredericks, Acting

    Management Analyst Branch Chief

    301-402-0344

    [email protected]

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    mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]